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Golden Egg

Golden Egg. Nurtured U ntil It Hatches. Do I have an “A” Lead or HOT. Seller A Buyer A. Do I have an “A” Lead. Seller A Lead is ready to sale home Ready to meet with agent Ready to sign with agent Ready to start showing . Do I have an “A” Lead. Buyer A

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Golden Egg

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  1. Golden Egg Nurtured Until It Hatches

  2. Do I have an “A” Lead or HOT • Seller A • Buyer A Lifebushido

  3. Do I have an “A” Lead • Seller A • Lead is ready to sale home • Ready to meet with agent • Ready to sign with agent • Ready to start showing Lifebushido

  4. Do I have an “A” Lead • Buyer A • Lead is ready to start going to showings • Ready to buy within 0-3mos Lifebushido

  5. Now that you have a “Golden Egg” Enter your Golden Egg into the “Leads – Clients” Database Lifebushido

  6. Now that you have a “Golden Egg” Client - Name of your client, or Lifebushido if Sales Calling Caller - Your Name Caller Type Lifebushido (other options are for client's in-house use) Salutation - Lead’s Salutation Firstname-Lead’s First name Lastname - Lead’s Last name Lifebushido

  7. Now that you have a “Golden Egg” Client - Name of your client, or Lifebushido if Sales Calling Caller - Your Name Caller Type Lifebushido (other options are for client's in-house use) Salutation - Lead’s Salutation Firstname-Lead’s First name Lastname - Lead’s Last name Lifebushido

  8. Now that you have a “Golden Egg” Status is VERY important New Escalated- used when you first enter the leadWaiting on Agent Confirm- used at the 24 hour check in Not an A Lead– used when lead is not ready to buy/sell Dead Lead – Not going to buy/sellConfirmed Golden Egg- used after the client confirms of A LeadTracking- used while agent is working with leadMeeting - Showing- used if you book and appointment with the lead and your clientClient- Under Contract- used after the lead goes under contract but before the lead closesClient Closed- used after closing while Golden Egg is being confirmed Lifebushido

  9. Now that you have a “Golden Egg” Status in Database The following only used for BAB – Sales Proposal – Close Now Proposal – Fresh Proposal – Hot Proposal – Warm Proposal – Cold Hot or Scheduled Steve Note: We ONLY initially enter Buyer/Seller A leads into Leads – Clients, if the status for that leads changes after it is Escalated, then the caller will use Buyer/Seller B,C,Dead Lead, Lost, etc. to update Lifebushido

  10. Now that you have a “Golden Egg” Notes Overview Summarize the overall status for the lead here For example: “Lead ready to buy in 2mos” “Lead would like agent to call for showing tomorrow” “Lead want to meet with agent about signing up ASAP” Lifebushido

  11. Now that you have a “Golden Egg” Date Escalated - This is the date you escalated the lead to client Date Last Meeting The last time the client met with the lead (may not be used at first) Last Status Update Please put the date of each milestone until you start monthly updates Track Day 3/Track Day 10/Track Monthly Please put the status of what happen at each milestone Date Last Monthly Status Put your last monthly check in date here Statuses and Dates Lifebushido

  12. Now that you have a “Golden Egg” Lead and Agent Info Notes History - All notes go here from you calling go here. Please start from the beginning. Database Record Link – TBA Email – Lead email address Phone – Lead telephone number Source – The database source you are calling from, i.e. BoomTown, Top Producer, etc. If it is not listed please add it Agent – The agent this lead is assigned. (Note: Agent and Client may be different). If not listed, please add them. Client Status – Input if client is active/inactive Lifebushido

  13. Now that you have a “Golden Egg” Following up with Client Here are some template Emails you may used when contacting your client: Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business Day One: Attached is a PDF report of Buyer/Seller A lead that requires immediate action. Please reply to all within 24 hours acknowledging receipt of this lead. Please update Top Producer/BoomTown, etcwith the status of the lead, and reply back to all within three days with results of the live answer and the next call back date. Lifebushido

  14. Now that you have a “Golden Egg” Following up with Client Here are some template Emails you may used when contacting your client: Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business Day Three: On “date”, I sent you a lead for “lead name”. I am just following up to see if you were able to reach them by phone and what their status was. Please reply back to all and let us know how it is progressing. Lifebushido

  15. Now that you have a “Golden Egg” Following up with Client Here are some template Emails you may used when contacting your client: Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business Day Ten: I am touching base with you on “lead name” that was escalated to you last week. Have you been in direct contact with “lead name”. Please reply back to all with a status up date. Lifebushido

  16. Now that you have a “Golden Egg” Following up with Client Here are some template Emails you may used when contacting your client: Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business Monthly (for BAB – Sales ONLY) Take a few minutes monthly to check your A leads in the People database. After these leads close, you should email Steve and cc calling@bestagentbusiness.com verifying the closing. After Steve verifies this, you may bill five hours under special - golden egg in goal actions. If there are no notes, please call your lead monthly to discuss their status. Here is how to create the PDF of all ‘A’ Leads for your client. Lifebushido

  17. Now that you have a “Golden Egg” Creating PDF of Client’s Leads In Leads – Clients Database Choose report: Leads by Client – Short Version Add Client’s name: i.e. - King, Tracy Lifebushido

  18. Now that you have a “Golden Egg” Creating PDF of Client’s Leads In Leads – Clients Database Choose report: Leads by Client – Short Version Add Client’s name: i.e. - King, Tracy Lifebushido

  19. Now that you have a “Golden Egg” Creating PDF of Client’s Leads Report displays with all of Tracy’s Buyer A Leads that have been entered Lifebushido

  20. Now that you have a “Golden Egg” Creating PDF of Client’s Leads You will need software to print to a PDF Go to http://www.cutepdf.com/ to download for FREE Click “Print” Lifebushido

  21. Now that you have a “Golden Egg” Creating PDF of Client’s Leads Print Options: Print the report as a table, and Click ‘OK’ Include date and include summary, and Click ‘Continue’ Lifebushido

  22. Now that you have a “Golden Egg” Creating PDF of Client’s Leads Print: Choose your “CutePDF Writer” as your Printer Change your Page Orientation to: Landscape Click Print Choose the location your would like it saved Now send the PDF as an attachment to Client Lifebushido

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